Wealthbox definitely has room for improvement in the area of searching and email management. Still, it is easier to use and, in general, is more capable than its main competitor, Redtail. I also like how most of their integrations are better than Redtail. I believe that Wealthbox will only get better over time as they've always been cloud-based and don't carry around legacy on-premises code.

Microsoft 365 email and calendar integration. Email tracking when sent from Wealthbox. Orion Integration Charles Schwab Integration iOS App (compared to Redtail) Email templates Notes templates Can associate an email regarding a client record if it is not to/from a client. Email associated users without the need of hosting another domain and all the setup. Born in the cloud software. Unlike their main competitor, Redtail, Wealthbox is designed from the beginning with integrations and APIs.

Cannot do boolean searches Cannot search the entire database No phone support It costs more than Redtail It does not calculate AUM. Email formatting in Wealthbox is very limited. Email inbox cannot sync folders. Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted.

Wealthbox has been a great CRM system for me as a small business. It is reasonably priced, has good optionality and integrates with a lot of the other software I use with my planning clients.

Wealthbox is a great CRM system that is easy to implement and use. It connects with many other software providers to help aggregate important financial data in an intuitive way. The connection with Gmail really enhanced the value of the product as it reduces steps in the email process.

While the software is easy to use and easy to implement, it still had a few items that need work. I had used a software called Contactually many years ago and they had a great way of bucketing clients so that you could set up different contact cadences for the individual groups. It's a bit clunky setting up periodic reminders to contact clients. Also, if they had more pre-filled workflow templates, it would be a great help to advisors new to the system and the industry.

It has been an okay product. Helps me meet compliance requirements, but I am ready to upgrade and find something that meets the needs of my business a little better.

It's very affordable, which meets the needs of my small business.

I do not find the product intuitive to use, and record keeping and searching is a little difficult. I am actually looking at new products to fulfill the role that Wealthbox currently serves for my business.

They are a good company to partner with. They are always very responsive when I have questions or concerns (which does not happen often, fortunately).

Wealthbox is very intuitive. I have used other CRM Software that is cumbersome and wanted something simpler without sacrificing usability ... Wealthbox fit the need. And, it is very affordable.

While Wealthbox is constantly adding functionality with other software providers, they have not yet been able to connect one that I use daily and would be extremely happy to have. The desktop is very good, while the Android app is not nearly as useful.